Job Description

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients

Lead with Purpose. Partner with Impact.
The SOP Manager partners across business functions in the Operating Group and serves as the single point of accountability for SOP lifecycle management (hub and scope design) from intake and prioritization through approval, rollout, and ongoing maintenance with SOP content writers/approvers across OG.

What you’ll Do:
• Launch Confluence as primary SOP tool in partnership with Technology.
• Design and implement the SOP framework across the Operating Group working closely with contributors across the functions.
• Define and socialize clear criteria for when SOPs are required, aligning to complexity, client impact and operational criticality.
• Own the Kestra Financial Operating Group SOP framework, including standards, templates, taxonomy, and governance model.
• Define and enforce SOP lifecycle processes (intake, prioritization, review, approval, versioning updates, retirement).
• Establish clear SOP ownership, review cadence, and accountability across functions.
• Ensure SOPs meet established expectations.
• Coach and develop SOP specialists via dotted line contributors across Operating Group.
• Set priorities and manage capacity to align SOP efforts with business needs.
• Provide quality oversight and final approval of SOP deliverables.
• Foster strong partnerships with OG leaders and SMEs.
• Partner with Operating Group to:
◦ Identify SOP gaps and redundancy
◦ Drive SOP commonality and standardization
◦ Align SOPs to training, onboarding, and performance expectations
• Oversee the creation of clear, usable, and accurate SOPs that reflect how work is performed with SOP specialists.
• Ensure SOPs include required elements (purpose, scope, responsibilities, steps, controls, references, version history).
• Challenge unclear or inefficient processes and drive simplification where appropriate.
• Ensure SOPs are written for frontline usability, not just documentation completeness.
• Act as a trusted advisor to leaders on process clarity, risk reduction, and operational readiness.
• Own SOP documentation platforms (e.g., Confluence, Whale, SharePoint, or similar).
• Define and maintain content structure, permissions, metadata, labels, and status controls.
• Partners with technology for SOP migrations, consolidations, or tooling transitions as needed
• Leverage tooling capabilities to support governance, discoverability, and reporting.
• Partner with Training to ensure SOPs are embedded into onboarding and ongoing learning across OG.
• Drive adoption through clear communication and reinforcement.
• Monitor SOP effectiveness and incorporate feedback from users.
• Monitors effectiveness of SOPs through SOP platform dashboards and metrics (coverage, quality, review status, adoption).

What You Bring:

• 8+ years of experience in operations, process management, SOP governance, or operational enablement.
• Proven experience owning documentation standards and governance at scale.
• Exceptional ability to translate complex operations into structured, clear standards.
• Excellent written communication and executive level facilitation skills.
• Experience in financial services or regulated environments.
• Background in business operations, audit readiness, risk management, or compliance documentation.
• Experience with SOP tooling and enterprise content platforms.
• Familiarity with process improvement methodologies.
• Ability to travel approx. 15% of the time (between Tempe, AZ and Austin, TX)

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:
• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.